See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,748 | $138,044+230.9% | $125,339+264.4% | $134,475+239.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.16% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $11,132 | $5,243+112.3% | $4,814+131.3% | $4,740+134.9% |
| Participant deferral / active EE | $13,152 | $7,799+68.6% | $7,446+76.6% | $6,400+105.5% |
| Admin fee / account holder | $9,470 | $11,571-18.2% | $10,010-5.4% | $11,426-17.1% |